Avantax Advisory Services’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
11,284
-1,178
| -9% | -$167K | 0.01% | 911 |
|
|
2025
Q1 | $1.71M | Buy |
12,462
+2,397
| +24% | +$328K | 0.01% | 826 |
|
|
2024
Q4 | $1.66M | Buy |
10,065
+1,551
| +18% | +$256K | 0.01% | 807 |
|
|
2024
Q3 | $1.06M | Sell |
8,514
-10,322
| -55% | -$1.29M | 0.01% | 986 |
|
|
2024
Q2 | $2.22M | Sell |
18,836
-2,345
| -11% | -$277K | 0.02% | 620 |
|
|
2024
Q1 | $2.38M | Buy |
+21,181
| New | +$2.38M | 0.02% | 493 |
|